John M. Wells
Portfolio Manager-Aktien bei Morris & Wells Wealth Management LLC
Profil
Mr. John M.
Wells, CFA, is a Principal at Morris & Wells Wealth Management LLC.
He joined the firm in 2011.
From 2008 to 2010, Mr. Wells was an investment analyst at value oriented hedge fund Defiance Asset Management, LLC, located just outside Philadelphia, PA.
From 2006 to 2008, he was an investment analyst at globally focused growth oriented hedge fund Cotton Hall Asset Management, LP, in New York, NY.
He started his career at quality of earnings/forensic accounting research firm CFRA, LLC under the tutelage of Howard Schilit.
He received his B.S.
in Commerce and a second degree in Economics from the University of Virginia in 2001 and is a CFA charterholder.
Aktive Positionen von John M. Wells
| Unternehmen | Position | Beginn |
|---|---|---|
Morris & Wells Wealth Management LLC
 Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Portfolio Manager-Aktien | 01.01.2011 |
Ehemalige bekannte Positionen von John M. Wells
| Unternehmen | Position | Ende |
|---|---|---|
Defiance Asset Management LLC
 Defiance Asset Management LLC Investment ManagersFinance Founded by Robert Marcin in 2004, Defiance Asset Management LLC is a hedge fund firm based in West Conshohocken, Pennsylvania. They manage the Defiance Asset Management Fund LP and the Defiance Offshore Fund Ltd. | Corporate Officer/Principal | 31.12.2010 |
Cotton Hall Asset Management LP
 Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Corporate Officer/Principal | 31.12.2007 |
CFRA LLC
 CFRA LLC Miscellaneous Commercial ServicesCommercial Services CFRA is the independent global leader in forensic accounting research and due-diligence services for the institutional investment, financial services, insurance, corporate, legal, and regulatory communities. The company was founded in the year 1994. CFRA is headquartered outside of Washington, DC with offices in Boston, Chicago, and London | Corporate Officer/Principal | - |
Ausbildung von John M. Wells
| University of Virginia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Morris & Wells Wealth Management LLC
Morris & Wells Wealth Management LLC Investment ManagersFinance Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party. | Finance |
Defiance Asset Management LLC
Defiance Asset Management LLC Investment ManagersFinance Founded by Robert Marcin in 2004, Defiance Asset Management LLC is a hedge fund firm based in West Conshohocken, Pennsylvania. They manage the Defiance Asset Management Fund LP and the Defiance Offshore Fund Ltd. | Finance |
CFRA LLC
CFRA LLC Miscellaneous Commercial ServicesCommercial Services CFRA is the independent global leader in forensic accounting research and due-diligence services for the institutional investment, financial services, insurance, corporate, legal, and regulatory communities. The company was founded in the year 1994. CFRA is headquartered outside of Washington, DC with offices in Boston, Chicago, and London | Commercial Services |
Cotton Hall Asset Management LP
Cotton Hall Asset Management LP Investment ManagersFinance Cotton Hall Asset Management LP is an independent hedge fund management firm headquartered in New York City. The firm was founded by Dominic Moross in 2006 and manages assets of high net worth clients. | Finance |
